Special collaboration video between @bycloudAI and @CalebWritesCode ! Chips (Graphics Card) in AI relies on a huge supply chain starting from rare earth minerals to foundry. Potential bottlenecks exist in the chip manufacturing process starting from raw materials, chip design and manufacturing. What are the roles of fabless, integrated device manufacturer, and foundries. How does silicon and HPQ play into manufacturing, and how does China's SMIC competing with TSMC affect the global supply chain for GPU and chips for Nvidia, AMD, Huawei, and other fabless like Google, Microsoft and Amazon? #ai #llm #foundry #technology Chapters 00:00 Intro 00:55 Chip Demand 02:05 Raw Materials 04:26 Chip Design 07:45 Foundry 10:10 Future